See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,138 | $197,591-50.3% | $177,821-44.8% | $158,922-38.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.78% | 58.76%-47.0pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,424 | $6,697-63.8% | $5,918-59.0% | $4,761-49.1% |
| Participant deferral / active EE | $4,628 | $8,405-44.9% | $7,714-40.0% | $5,982-22.6% |
| Admin fee / account holder | $1,673 | $15,399-89.1% | $12,427-86.5% | $11,246-85.1% |